Senior Relationship Manager

Hargrove

4d • $80,000 - $100,000 • Remote

About The Position

Hargrove Management Services Organization, Inc. is seeking a Senior Relationship Manager to serve as the named, dedicated point of contact for a defined portfolio of RIA partner firms and their advisors. This role owns advisor relationships and drives activation, ensuring advisors feel confident and supported when referring clients and that referred clients have exceptional outcomes.

The Senior Relationship Manager owns the advisor experience from onboarding through habitual use. The role guides new advisors through onboarding, equips them with tools and knowledge, and maintains engagement to sustain referral momentum. It connects advisors, attorneys, and internal teams, identifying patterns, resolving friction, and improving the process over time.

The position executes the activation model established by Senior Leadership and reports directly to the Director of Relationship Management, who provides direction, coaching, and performance oversight. The role is fully remote.

Requirements

• Bachelor’s degree in Business, Finance, Communications, or a related field.
• 2–4 years of experience in relationship management, customer success, financial services, or another client-facing role.

Nice To Haves

• Background in wealth management, RIA operations, wealthtech, financial services, or estate planning.

Responsibilities

• Serve as the primary contact for newly registered advisors at assigned partner firms.
• Conduct orientation calls covering the NetLaw platform, the three-meeting estate planning process, and the advisor’s role as a referring partner.
• Facilitate introductory calls between attorneys and advisors before the first client referral.
• Guide advisors through the pre-referral client checklist and estate planning needs assessment reference guide.
• Track onboarding milestones in HubSpot and proactively follow up with advisors who are not progressing toward a first referral.
• Own advisor relationships from the first referral through habitual usage across the assigned portfolio.
• Monitor advisor engagement in HubSpot, identify dormant advisors, and conduct re-engagement outreach.
• Answer advisor questions about estate planning, the referral process, and client situations.
• Conduct monthly, agenda-driven touchpoints with firm-level contacts at assigned partner firms.
• Represent Hargrove and serve as a relationship anchor in advisor education programs, including webinars, roundtables, and firm-level training sessions.
• Follow up with advisors after referrals to support their engagement during clients’ estate planning processes.
• Alert advisors when client plans are at risk of stalling and guide them on re-engagement.
• Coordinate handoffs with the Client Success team and ensure communication is aligned between advisors and the client-facing team.
• Identify patterns of advisor disengagement before they affect plan completion rates.
• Surface patterns, resolve friction, and help improve the relationship management system over time.

Benefits

• Competitive base salary commensurate with experience.
• Performance bonus tied to scheduled and completed meetings.
• Health, dental, and vision benefits.
• 401(k) with matching.
• Flexible PTO.
• Fully remote work.
• Opportunity to help build a category-defining function at a high-growth, PE-backed company.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior